Satish Shikhare is responsible for collaborating closely with Private Wealth Advisors and their teams to implement wealth management solutions to simplify personalized planning, advice, implementation, and monitoring.
Satish joined the financial services industry at the dawn of dot com era in 1996 at Merrill Lynch and was responsible for architectural framework of Merrill Lynch Online. Driven by the thrill of working with high quality colleagues focused on advising clients through their financial roadmaps, he adopted the role of using technology to simplify and automate advice and implementation processes. He worked on launching fee-based products such as Unified Managed Account. Satish joined Morgan Stanley in 2014 to lead the technology platform for planning and advisory solutions. His team launched a new planning platform along with holistic advice implementation solutions.
Since joining Rockefeller Capital Management in 2019, Satish has collaborated closely with Private Wealth Advisors to transition their practice to RCM and to deliver highly personalized client solutions across their critical life goals by employing diverse strategies across multiple financial products.
Satish has MS in Computer Science from University of Alabama in Huntsville, and Bachelor of Engineering in Digital Electronics from University of Bombay.